In this short video clip, Value Stocks and Recent Performance, CCM's James Yaworski, CFA, Senior Investment Strategist, discusses how recent market performance compares to historical performance. He specifically provides insights on the recent underperformance of value stocks, and shows why investors should also account for company profitability when constructing portfolios. NOTE: The information provided in this video is intended for clients of Carlson Capital Management. We ... [Continue Reading]
Articles and resources related to Discipline.
The long-awaited IPO of Saudi Aramco is here and gives investors the first chance to own a piece of the world’s largest oil company. This IPO is historical in that Saudi Aramco becomes the world’s first $2 trillion company. For perspective, very few companies have ever been valued at over $1T, with Apple and Microsoft being the only two publicly traded companies to currently hold that designation. So, should investors race to grab a piece of this gigantic company’s stock? While ... [Continue Reading]
March 9, 2009, is an important day in our shared history. We didn’t necessarily know it at the time as it took a few months for the significance of the day to reveal itself, but it was on this date when the financial markets hit rock bottom during the Global Financial Crisis (GFC). From that day forward the markets stopped their painful retreat and began to recover. That was ten years ago now, and as we reflect on those ten years, of course there are countless learnings and insights that could ... [Continue Reading]
On the last day of March in 2018, President Trump raised the issue that the United States Post Office was losing $1.50 on every package it delivered for Amazon. Two days later, he stated “our fully tax paying retailers are closing stores all over the country…not a level playing field.” The insinuation was that, one way or another, Amazon’s shipping costs were about to rise, cutting into profits. On the first day of trading following these comments, Amazon’s stock lost $30 Billion in value, ... [Continue Reading]
As we all observed and experienced, the close of 2018 brought an unsettling time in the equity markets. Markets historically don’t respond favorably to uncertainty, be it financial, political or social, and recent volatility appears to be tied to a host of uncertainties. Many individual investors react to uncertainty based on emotion, even though we’ve seen throughout the history of the market how important it is that investors don’t allow emotion to influence decisions. Throughout recent market ... [Continue Reading]